Financial and wealth Adivisor

Job Description

Confidential Opportunity for Experienced Registered Investment Advisors – National Presence Full Independence with Full Support

Location: Offices in Every Major U.S. City No Relocation Required

Type: Ongoing Search Confidential Conversations Encouraged

Compensation: Commission-based (retain the majority of your current income)

Are you a seasoned RIA with a long-standing book of business, ready to scale your practice or simplify your operations without giving up independence?

This is not a job—it’s a strategic career pivot. A chance to plug into an established national platform that gives you the freedom to serve your clients your way, while eliminating the back-office burdens that slow you down.Why Advisors Are Making the Move

Keep control of your practice—but gain access to Class A offices, succession planning, and national infrastructure

Say goodbye to compliance stress—offload the ever-growing regulatory burden

Get support for growth—business development, marketing tools, and team collaboration

Tap into retirement and succession solutions when you're ready to plan your exit

Choose from multiple levels of support—whether you want to remain fully independent or integrate into a larger team

Maintain the majority of your existing income structureIdeal Fit

You're a Registered Investment Advisor with 20+ years in the business

You’ve built and maintained a book of business exceeding $30M AUM

You’re currently independent or partnered and want more support, scale, and succession options

You value client relationships and want to spend more time doing what you love—advising and growing wealth—not wrestling with compliance or operations

You’re open to confidential conversations about your futureWhat You’ll Gain

Freedom + Infrastructure: Maintain your autonomy, but with full operational and regulatory support

Nationwide Presence: Choose from office space in nearly every major U.S. city—or remain fully remote

Legacy Planning: A seamless transition strategy when you’re ready to retire

Growth Tools: From tech platforms to lead generation and advanced planning support

Community: Join a network of experienced professionals without giving up what makes your practice uniqueLet’s Have a Confidential Conversation

This is an ongoing, nationwide opportunity with flexible onboarding paths tailored to your goals. Whether you're looking to simplify, scale, or plan your exit—there’s a path here that respects the business you’ve built.

Reach out confidentially to explore whether this opportunity aligns with the next chapter of your career.

Full-time

Hybrid remote